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Whittier Trust’s Malibu Boats MBUU Stock Holding History

Whittier Trust’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$451 – 1545
2024
Q4 		$451 Hold
12
– – ﹤0.01% 1516
2024
Q3 		$465 Hold
12
– – ﹤0.01% 1524
2024
Q2 		$420 Hold
12
– – ﹤0.01% 1493
2024
Q1 		$519 Sell
12
-34
-74% -$1.56K ﹤0.01% 1479
2023
Q4 		$2.52K Hold
46
– – ﹤0.01% 1387
2023
Q3 		$2.25K Sell
46
-50
-52% -$2.69K ﹤0.01% 1459
2023
Q2 		$5.63K Hold
96
– – ﹤0.01% 1353
2023
Q1 		$5.42K Sell
96
-97
-50% -$5.67K ﹤0.01% 1382
2022
Q4 		$10.3K Sell
193
-1,361
-88% -$73K ﹤0.01% 1284
2022
Q3 		$75K Hold
1,554
– – ﹤0.01% 884
2022
Q2 		$82K Sell
1,554
-77,671
-98% -$4.22M ﹤0.01% 842
2022
Q1 		$4.6M Buy
79,225
+9,999
+14% +$644K 0.08% 202
2021
Q4 		$4.76M Buy
69,226
+38,735
+127% +$2.72M 0.08% 200
2021
Q3 		$2.13M Buy
30,491
+30,241
+12,096% +$2.27M 0.04% 266
2021
Q2 		$18K Buy
+250
New +$19.9K ﹤0.01% 1173

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Whittier Trust's MBUU Position: Q1 2025 in Review

Whittier Trust sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 12 shares — an estimated $451 sold.

Whittier Trust first reported a position in MBUU in Q2 2021 and held it in 15 quarters. The position peaked at $4.76M in Q4 2021. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Whittier Trust reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 12 Malibu Boats shares in Q1 2025, an estimated $451.
  • Whittier Trust first reported a position in Malibu Boats in Q2 2021 and held it in 15 quarters.
  • Whittier Trust's Malibu Boats position peaked at $4.76M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.